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Spectrum Wealth Counsel’s KLA KLAC Stock Holding History

Spectrum Wealth Counsel’s Portfolio KLAC Stock Details KLAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-350
Closed -$28.9K – 411
2024
Q2 		$28.9K Hold
350
– – ﹤0.01% 240
2024
Q1 		$24.4K Hold
350
– – ﹤0.01% 246
2023
Q4 		$20.3K Buy
+350
New +$18.2K ﹤0.01% 228

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Spectrum Wealth Counsel's KLAC Position: Q3 2024 in Review

Spectrum Wealth Counsel sold out of KLA (KLAC) in Q3 2024, closing a stake of 350 shares — an estimated $28.9K sold.

Spectrum Wealth Counsel first reported a position in KLAC in Q4 2023 and held it in 3 quarters. The position peaked at $28.9K in Q2 2024. 1,544 funds tracked by Wall St. Rank hold KLAC as of Q3 2024.

  • Spectrum Wealth Counsel reported no remaining KLA position as of Q3 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 350 KLA shares in Q3 2024, an estimated $28.9K.
  • Spectrum Wealth Counsel first reported a position in KLA in Q4 2023 and held it in 3 quarters.
  • Spectrum Wealth Counsel's KLA position peaked at $28.9K in Q2 2024.
  • 1,544 funds tracked by Wall St. Rank held KLA as of Q3 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q3 2024, filed 8 Nov 2024.